Money with Marty: What is a fiduciary? (Financial Safari)
Become informed about what a fiduciary is and why it's important to you. Do you know what to look for?
Now it's time for money with Marty, Marty Hensley. I'm Chuck Keeton, and Marty happens to be a fiduciary and a financial advisor with Capital Financial, and you're looking solid as often as you can. You know you don't see Marty in a tie very often because there's not a lot of ties in college basketball or hockey anymore. But we're going to talk a little bit about that term fiduciary. What does it mean? Why is it important for you and ladies and gentlemen, it was part of my contract. I'll have to tell you that he had to be sitting down because he's seven foot something and I'm a five foot something. So the discrepancy would have been tough. And there's not a lot of discrepancies when it comes to the decision that has to be made by clients whether or not to enlist the true fiduciary. Let's explain that absolutely is true when we talk about where financial planning, your retirement plan that's in place for you, how crucially important it is to have a tree fiduciary working on your side of fiduciary is required by law to put the client enters first at all times their interests are paramount at all times and never the advisers. If you are a true fiduciary, you cannot accept nor charge a commission. When someone is actively invested in the market, you have to work on a fee on Li basis and here, Capital Financial. That fee has to be transparent to the client at all times. While there's also a little brochure that they'll hand you hear it capital financial, talking about it to give you the confidence that you're being dealt with in the right way and comfortably and remember, always ask questions to That's absolutely right. Well, this is one of our bedrock pamphlets that we put out here. This is seven reasons successful Investors choose fiduciaries, and it gives through very quickly. It talks about integrity. We kept competence. We have a lot of experience here. Capital Financial. I was got in the business in 1990 Seems like yesterday, but education is absolutely crucial. Independence Capital Financial We are a true independent firm, which means we're not owned or operated by the investment firm investment bank or insurance company. We have confidence, trust and lastly communication that communication with your financial advisor is critically important when you get close to retirement? Absolutely. Marty. And again, it's one of those things that when you're a client, a capital financial, you sit down. You'll meet with a true fiduciary like Marty Hensley, like Parker Holland and Coach Pete himself. And you will be assured of getting the proper treatment and the proper design because it's never cookie cutter here for retirement, planning a lot of terms in the financial industry that are just confusing. I really appreciate Marty taking some time there to truly define one of fiduciary is and supporting very, very important and again making sure that your needs are being met and you're not being lied to. And every single thing that happens in your plan is for the best interest in you, not the adviser, and that's very important. Now we make a good living, but we make a good living doing it the right way. Yeah, last well, these days, you never got to see us on American greed or the bad things as we always do the right thing. Thomas 27. Half years I've never had a complaint for a reason and that we're very proud of that because I mean, think about it. Every single week I'm in a restaurant and I see somebody complained about something. The restaurant. Well, 27 half years we've been doing technical plans, making sure people get that worry free retirement. And we've never had a complaint. Folks, let's add you to the whiskey. If you call right now, the Next 20 View Co. You'll get that booklet. Marty talked about this seven reasons why successful investors choose fiduciaries Thomas, but more importantly, you'll get your very own customized plan. It's over. $1000 value. Also let you pick a couple of books that are written. Let's get that plan started. Today is a great opportunity. Folks. Go ahead and call right now. Reserve your spot on their calendar so we can get that total retirement plan in place. The number to call 8889108265 888910 80 to 65. Or you can always text breeze to 21,000 b r e e z e 100